Holders over time
- SPOT
- GOOGL
| Quarter | SPOT | GOOGL |
|---|---|---|
| Q3 2020 | 15 holders, $10.5bn | 52 holders, $65.2bn |
| Q4 2020 | 14 holders, $14.2bn | 57 holders, $83.4bn |
| Q1 2021 | 15 holders, $12.4bn | 56 holders, $96.9bn |
| Q2 2021 | 15 holders, $12.0bn | 59 holders, $113bn |
| Q3 2021 | 21 holders, $11.6bn | 59 holders, $123bn |
| Q4 2021 | 25 holders, $12.6bn | 56 holders, $130bn |
| Q1 2022 | 21 holders, $7.5bn | 56 holders, $117bn |
| Q2 2022 | 22 holders, $4.8bn | 49 holders, $88.7bn |
| Q3 2022 | 19 holders, $4.0bn | 53 holders, $76.8bn |
| Q4 2022 | 22 holders, $3.5bn | 55 holders, $122bn |
| Q1 2023 | 23 holders, $6.3bn | 54 holders, $79.8bn |
| Q2 2023 | 38 holders, $8.0bn | 55 holders, $93.0bn |
| Q3 2023 | 30 holders, $7.8bn | 59 holders, $103bn |
| Q4 2023 | 32 holders, $9.5bn | 57 holders, $105bn |
| Q1 2024 | 38 holders, $13.9bn | 58 holders, $112bn |
| Q2 2024 | 45 holders, $16.3bn | 56 holders, $132bn |
| Q3 2024 | 48 holders, $20.5bn | 58 holders, $119bn |
| Q4 2024 | 39 holders, $18.4bn | 58 holders, $141bn |
| Q1 2025 | 37 holders, $21.1bn | 61 holders, $106bn |
| Q2 2025 | 35 holders, $28.6bn | 57 holders, $117bn |
| Q3 2025 | 38 holders, $26.9bn | 61 holders, $174bn |
| Q4 2025 | 46 holders, $22.4bn | 62 holders, $236bn |
| Q1 2026 | 41 holders, $15.4bn | 65 holders, $233bn |
| Q2 2026 | 33 holders, $13.2bn | 64 holders, $309bn |
Spotify Technology S A
- Holders
- 38
- Reported value
- $26.9bn
- Buyers
- 26
- Sellers
- 12
Breadth +14 among 95 comparable managers.
Alphabet Inc
- Holders
- 61
- Reported value
- $174bn
- Buyers
- 29
- Sellers
- 31
Breadth -2 among 95 comparable managers.
Who holds both, Q3 2025
Both (36)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only SPOT (2)
Only GOOGL (25)
Altimeter Capital Management LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Maverick Capital Ltd, Pershing Square Capital Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Soros Fund Management LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.